Summary
Extend the agent with a guided offboarding workflow that walks an engineer through the full InhouseCIO offboarding sequence (reset password, revoke sessions, remove MFA, convert mailbox to shared, backup OneDrive, remove from groups/DLs, remove device from Intune, remove license, disable/delete account, update ticket).
Why
Offboarding is one of the highest-risk operations in regulated (SEC/FINRA) client environments. Today the Compliance Guard checks individual risky actions; a dedicated end-to-end workflow with explicit approval gates before irreversible steps would reduce mistakes further and keep a human in control.
Acceptance criteria
Notes
Responsible-AI aligned: advise + recommend, never silently execute irreversible changes.
Summary
Extend the agent with a guided offboarding workflow that walks an engineer through the full InhouseCIO offboarding sequence (reset password, revoke sessions, remove MFA, convert mailbox to shared, backup OneDrive, remove from groups/DLs, remove device from Intune, remove license, disable/delete account, update ticket).
Why
Offboarding is one of the highest-risk operations in regulated (SEC/FINRA) client environments. Today the Compliance Guard checks individual risky actions; a dedicated end-to-end workflow with explicit approval gates before irreversible steps would reduce mistakes further and keep a human in control.
Acceptance criteria
Notes
Responsible-AI aligned: advise + recommend, never silently execute irreversible changes.